Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,585
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$818M
3
+$377M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$202M

Top Sells

1
+$1.23B
2
+$200M
3
+$95.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$70.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$55M

Sector Composition

1 Technology 3.06%
2 Financials 1.51%
3 Healthcare 1.3%
4 Consumer Discretionary 1.25%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$22K ﹤0.01%
2,395
+901
2252
$22K ﹤0.01%
353
+247
2253
$22K ﹤0.01%
901
2254
$22K ﹤0.01%
1,718
-5,030
2255
$22K ﹤0.01%
1,300
+1,000
2256
$22K ﹤0.01%
464
2257
$22K ﹤0.01%
+700
2258
$22K ﹤0.01%
+1,080
2259
$22K ﹤0.01%
+807
2260
$22K ﹤0.01%
511
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2261
$22K ﹤0.01%
990
-466
2262
$22K ﹤0.01%
66
-336
2263
$22K ﹤0.01%
2,616
2264
$22K ﹤0.01%
689
+66
2265
$21K ﹤0.01%
1,565
-20
2266
$21K ﹤0.01%
114
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2267
$21K ﹤0.01%
486
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2268
$21K ﹤0.01%
647
2269
$21K ﹤0.01%
955
2270
$21K ﹤0.01%
217
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2271
$21K ﹤0.01%
+890
2272
$21K ﹤0.01%
6,000
2273
$21K ﹤0.01%
1,500
2274
$21K ﹤0.01%
759
-1,427
2275
$21K ﹤0.01%
1,623
89 90
91
92 93